James Valenti - Financial Advisor, Ameriprise Financial Services, LLC
75 Post Office Park, Wilbraham, MA 01095
Location & Phone number
75 Post Office Park Ste 5, Wilbraham, MA 01095, United States
About the Business
James Valenti, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, James provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their investments and accounts at any time, from any device, allowing them to track their progress towards their goals securely.
For those interested in learning more about how James can help them secure a more confident financial future, scheduling a complimentary initial consultation is the first step. This consultation provides an overview of financial planning concepts without written analysis or recommendations.
Ameriprise Financial Services, LLC, offers investment products and services through a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. James Valenti is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.
Clients can rest assured that their financial future is in good hands with James Valenti and Ameriprise Financial Services, LLC. The institution is committed to privacy and security, with strict rules and regulations in place to protect client information. Referrals are welcomed, and friends or family members can expect to hear from James soon after being referred.
For a personalized approach to financial planning and investment management, James Valenti at Ameriprise Financial Services, LLC is the go-to advisor in Wilbraham, Massachusetts.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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